The Metaverse
The world is evolving fast, with advanced technology opening up new frontiers and markets that previously didn’t exist and now, it appears we’re on the cusp of another evolutionary change that will trump the rest, The Metaverse. We need to talk about this idea today because we can invest in this idea today. This is a 2-Part Series on the Metaverse and in this 1st part, I’ll be touching on the Metaverse and Virtual Words and a few great investments in each.
Facebook recently renamed and rebranded the company around the Metaverse with Mark Zuckerberg championing the change. The idea for the Metaverse is bigger than Elon Musk's reusable rockets and autonomous vehicles because while those are bound by the laws of physics, at least for now, virtual reality has no such limits. Facebook, now Meta, is dedicating thousands of people to virtual and augmented reality because they see it as the next frontier for computing and the internet. Some great investment opportunities that would benefit from the launch of the Metaverse include companies like Roblox ($RBLX). Roblox currently has over 43.2 million active daily users worldwide.
Roblox is an ecosystem of games and creations in which every player is automatically given an avatar, which is a human-like character, that is consistent across the more than 40 million experiences on Roblox. Roblox. Electric Daisy Carnival (EDC) is a music festival held in Las Vegas since 2011 and hundreds of thousands of people attend each year. And in October 2021, EDC became the first music festival to hold on the Roblox experience, called World Party. People who wanted to go to EDC in person but couldn’t, could simply sign in to Roblox's virtual version of it, and tour a replica of the festival. Check out: https://corp.roblox.com/2021/10/electric-daisy-carnival-becomes-first-music-festival-roblox-metaverse/
Here's the problem. Roblox isn't THE Metaverse any more than Amazon is THE internet. Roblox is a virtual world filled with experiences and ironically, you don't need a virtual reality headset to log into a virtual world. The games on our computers, TVs and phones count, which is why connecting them is such a big idea. Going back to ARK Invest's research, the revenue from virtual worlds could approach 400 billion dollars by 2025. In fact, it was already close to 200 billion dollars in 2020, in large part to video games.

Revenue from Virtual Worlds Could Approach $400 Billion by 2025 (ARK Invest’s 2021 Big Ideas Report)
You can imagine Disney ($DIS) coming out with its own Virtual World like Roblox, but filled with great experiences from their own intellectual properties, like Marvel and Star Wars. If they did that, you wouldn't be able to take your Roblox character into those experiences so you have to log OUT of Roblox and log IN to Disney to do it. They're separate, self-contained virtual worlds.
I honestly think Disney will be the single biggest beneficiary of the Metaverse becoming real (as opposed to companies like $NVDA and $MSFT which are making it a reality) because the first parts of the Metaverse people will want to explore, build up, and get jobs in, are the ones they've already been dreaming about and Disney happens to own most of them. And that's what Mark Zuckerberg wants to build - the infrastructure that would connect Roblox, Disney, and anyone else who wants to create these virtual experiences. Enabling you to travel from Roblox's World Party to Disney's Death Star and to your local virtual mall with a persistent identity across the entire system. It’s no secret Facebook is one of the largest registries of people, organizations, and the connections between them on the planet, which is also a serious asset when it comes to giving everyone a persistent identity on the Metaverse.

Facebook Technologies - Oculus Quest Headset.
Facebook owns Oculus which makes the Oculus Quest, a fully self-contained virtual reality headset. Facebook acquired Oculus back in 2014 and is now called Facebook Technologies, which is where I assume the thousands of people that Mark Zuckerberg mentioned are working on the Metaverse. Facebook also builds and maintains important programming languages that help developers build things once and use them everywhere. When you log into Facebook on an android, or an iPhone, or a TV, or a computer, you're actually logging into the same Facebook, not different versions of it tied to different apps for different devices. This idea of code-once, access-anywhere, is key to a working Metaverse. My point is that Facebook actually has a lot of tools that it would need to power all the different pieces of the Metaverse, so it could be a great long-term #Metaverse holding at these prices.
Want to learn more about #Meta Platforms ( $FB ) and the metaverse? Check out my video highlighting some of the best companies here: https://www.youtube.com/watch?v=0G1b4gOsrRE
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⚡ Alex @ Ticker Symbol: YOU